【大摩：下调宁德时代(03750.HK)评级至“与大市同步” 目标价下调44.7%至390港元】智通财经APP获悉，摩根士丹利发布研报称，将宁德时代(03750.HK)H股评级由“增持”下调至“与大市同步”，目标价由705港元大幅下调44.7%至390港元。该行指出，公司第三季收入同比增长59%，反映出货量及市场份额均表现强劲，但产品组合波动超出预期，导致盈利能力被高估。该行将今年净利润预测下调6%至894亿元人民币，并将2027年及2028年预测分别下调7%及10%。
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